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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,937 | $129,737-98.5% | $119,126-98.4% | $154,746-98.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -0.02% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.4pp |
| Employer contribution / active EE | $98 | $4,375-97.8% | $4,034-97.6% | $4,379-97.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,948 | $11,961-67.0% | $10,693-63.1% | $14,365-72.5% |